2024 OFFSHORE WEALTH SUMMIT

3 Days of Education, Connection & Growth for Real Estate Investors

OUR MISSION

Our goal is to empower real estate investors through immersive mastermind sessions, strategic networking, and retreat-inspired learning at the Jersey Shore.

OUR SCHEDULE

Stay tuned for times, presentation topics and other info.

Day 1: May 20th

Afternoon (2:00PM)

Check In & Welcome

Meet your hosts, other attendees, and get settled into your room.

Introduction To The Retreat Goals:

We’ll set some personal and group goals for the retreat and kick things off with some ‘ice breakers’.

Presentation: MC Laubscher

The Million Dollar Family Office

Presentation: Dave Van Horn

Achieving Passive Freedom
The goal of any investment is profit, but what's it all for? In this discussion, PPR Co-Founder Dave Van Horn talks about the key tenants to achieving true financial freedom and how one can get there without so much active work.

Presentation: Alina Trigub

Essential Investment Questions For Passive Investors and Operators

Join Alina Trigub as she unveils key questions designed to bridge the communication gap between passive investors and operators, guaranteeing a smoother investment process.

Evening

Dinner Pods & Relaxation

You will have the opportunity to break into small groups and head into Bradley Beach or Asbury Park for dinner and drinks before heading back to the Surf Village for some relaxation.

Day 2: May 21st

Morning

Breakfast & Coffee

Enjoy a light breakfast of bagels, pastries, and coffee from some of our local businesses.

Presentation: Bret Morgan, Denis Shapiro, Fabio Bari

The Surf Village - Bringing a Concept to Reality

Presentation: MC Laubscher

Your Own Banking System

Afternoon

Group Lunch at The Surf Village

Presentation: Dave Van Horn

Building a Billion Dollar Business
In this talk, Co-Founder and Executive Chairman, Dave Van Horn, walks attendees through his journey of turning an "accidental" business into a long-standing enterprise (with currently $1 Billion of Assets Under Management).

Presentation: Field Trip To Sylvan Hall

Grab your hard hat and work boots and take a sneak peak at our newest project, Sylvan Hall. Located in neighboring Avon, this is an adaptive reuse of a 100 year old bank building into a restaurant & bar.

Evening

Group Dinner & Drinks

You will have the opportunity to break into small groups and head into Bradley Beach or Asbury Park for dinner. We will meet up after dinner for drinks in Bradley Beach.

Day 3: May 22nd

Morning

Breakfast & Coffee

Enjoy a light breakfast of bagels, pastries, and coffee from some of our local businesses.

Closing Remarks & Activity

Say goodbye to your other attendees

Checkout and Departure (11:00AM)

OUR SPEAKERS

Dave Van Horn
Co-founder and Executive Chairman of PPR Capital

M.C. Laubscher
Founder of Producers Wealth

Alina Trigub
Founder of SAMO Financial

Bret Morgan
Managing Partner of The Surf Village, The Bret Morgan Group, FRESH markets, Cowerks

Fabio Bari
Managing Partner of The Surf Village & Summit Property Partners

Denis Shapiro
Managing Partner at SIH Capital Group & The Surf Village

  • Co-founder and Executive Chairman of PPR Capital

    Dave Van Horn is the co-founder and executive chairman of PPR Capital Management, a private equity real estate firm which primarily invests in distressed assets and mortgages, as well as residential and commercial real estate throughout the United States.

    Dave’s expertise is derived from over 35 years of real estate investing experience as a licensed realtor, contractor, and fundraiser. As the latter, Dave has raised over $300 million dollars in private equity for both notes and commercial real estate.

    In addition to his own investments and role at the company, Dave’s biggest passion is teaching others how to build and preserve wealth. Dave is a national speaker and author with work featured in publications such as BiggerPockets and Forbes.

  • Founder of Producers Wealth

    M.C. Laubscher is a husband, father, business owner, investor, podcaster, and author.

    As one of the leading voices in alternative wealth strategies and alternative asset investing, M.C.’s passion is helping business owners achieve more freedom and sovereignty and live and leave a legacy for their families.

    M.C. is the founder of Producers Wealth, a firm helping business owners in all 50 states in the United States implement and execute advanced alternative wealth strategies.

    M.C. is the creator & host of the top-rated business and investing podcasts Cashflow Ninja, Cashflow Investing Secrets, and Cashflow Ninja Banking.

    The Cashflow Ninja podcast has been featured by Entrepreneur Magazine as one of the top 48 podcasts for entrepreneurs and is regularly featured as one of the top 100 business podcasts by Apple Podcasts and Spotify. It has been downloaded millions of times in over 180 countries.

    M.C. is a best-selling author and has written The 21 Best Cashflow Niches™, The 21 Most Unique Cashflow Niches™, The 21 Best Cash Growth Niches™ and Get Wealthy for Sure™.

    M.C. is a member of the Forbes Finance Council and The Million Dollar Round Table, a peer group for the top 1% of financial professionals worldwide. He is regularly featured on business and investing podcasts and is a sought-after speaker at business and investing conferences.

  • Founder of SAMO Financial

    Alina Trigub, TEDx speaker and the founder of SAMO Financial LLC is dedicated to positively impacting individuals by teaching them to achieve their financial goals. With a passion for promoting the advantages of passive real estate investing, she diligently educates her students about optimizing their portfolios. Alina strongly emphasizes explaining the benefits of passive investing and providing insights into tax advantages.

    Her overarching objective is to empower individuals to build wealth for themselves and their families, a philosophy aligned with the wisdom of Warren Buffett, who once noted, "Someone is sitting in the shade today because someone planted a tree a long time ago."

    Alina holds an MBA in Finance and Management from Rutgers University, complemented by a Bachelor of Business Administration in Accountancy from the City University of New York. Her professional journey includes roles as a Tax Accountant at Ernst & Young, private accounting sector engagements, and over two decades of successful experience in the information technology industry. Subsequently, she led investor relations at a private equity firm for several years before pursuing her entrepreneurial and investment aspirations full-time.

    As a distinguished speaker, Alina has presented at prestigious events such as the IMN conference in NYC, the Private Wealth Management Summit, the Raising Money Summit, the Multifamily Foundation Workshop, and various academic institutions including Hunter College (CUNY), Stockton University, and Felician University.

    Alina's expertise has been recognized in major publications, including Forbes, GoBankingRates, MSNMoney, BankRate, and IdeaMensch, among others. She has also been featured in notable books like “The 60 Minute Startup” and “Immigrant Hustle”.

    Continuing her commitment to investor education, Alina shares her wealth of experience through articles, an animated video series, and presentations at prominent real estate events. Residing in New Jersey with her supportive husband and two amazing children, Alina Trigub epitomizes the successful integration of entrepreneurship and investment into a fulfilling life.

  • Managing Member of The Surf Village, The Bret Morgan Group, FRESH markets, Cowerks

    Bret Morgan is an entrepreneur, software developer, and real estate investor based in Asbury Park, NJ. He provides strategic consulting to businesses looking to grow, innovate, and integrate traditional and digital business models.

    Bret is the founder of FRESH Markets, Monmouth County’s top destination for local farmers, makers & food purveyors, where they annually operate over 150 high-traffic pop-up events to support budding entrepreneurs and revitalize local communities.

    He is also a co-founder and general partner for The Surf Village, a vacation rental community featuring 9 intentionally designed bungalows located in the heart of Bradley Beach.

    He co-founded Cowerks, a tech and startup hub providing workspace and community for entrepreneurs in Monmouth County, with locations in Asbury Park and Red Bank.

    He has co-founded and ran the Jersey Shore Tech Meetup, Asbury Agile, and BandsOnABudget.com.

    Bret is the father of 3 young children, husband, a long time student and teacher of yoga, amateur plant based chef, and world traveler.

    Bret currently writes and shares his experience with other entrepreneurs over at BretMorgan.me.

  • Managing Partner at SIH Capital Group & The Surf Village

    After graduating with a BBA and MBA from Baruch College in New York City, Denis Shapiro began working for the U.S. Government in a career that he proudly built for over a decade. In his various roles with the government, Denis served as a liaison to the public and various state agencies and gained a unique view of the importance of portfolio allocation and management.

    Denis began investing in real estate in 2012, when the market was just beginning to recover from the global financial crisis. He went on to build a cash flowing portfolio that includes many alternative assets, such as note and ATM funds, mobile home parks, life insurance policies, tech start-ups, industrial property, short-term rentals, and more. He also co-founded an investment club for accredited investors in 2019. Leveraging these successes and the lessons learned throughout his career, Denis launched SIH Capital Group, an alternative investment fund that provides accredited investors with a simplified strategy to invest for passive income.

    Denis’ book, The Alternative Investment Almanac: Expert Insights on Building Personal Wealth in Non-Traditional Ways, is based on his personal experiences, supplemented by interviews with some of the best alternative asset investors in the business today.

  • Managing Member of The Surf Village & Summit Property Partners

    Fabio Bari has been investing in real estate for 10 years. He is a partner in The Surf Village and self manages a portfolio of 9 properties throughout New Jersey.

    His expertise is in value add Mobile Home Parks and construction management.

    He is a Christian, Husband, Father of 3 and enjoys cooking, photography, and traveling.

OUR LOCATION

The Surf Village offers 9 intentionally designed bungalows on a single property located in the heart of Bradley Beach.

 

Our bungalows are just 4 blocks from the water and 1 block from the downtown.

Grab a bike and explore the best of the Jersey Shore with easy access to nearby towns like Asbury Park, Ocean Grove, Avon, and Belmar.

Our location offers free and abundant parking directly in front of the property and surrounding neighborhood.

OUR ACCOMODATIONS

Staying at the Surf Village for the duration of the retreat is the best way to partake in the overall experience.

You’ll share a bungalow with other guests but will have your own room.

We also offer a ticket option that doesn’t include accommodations for individuals and groups looking to attend the summit but not sleep over.

READY TO JOIN?

Still have questions?
Email us at bradleysurfvillage@gmail.com